Documents & Templates
Design document templates with merge tags, then generate polished Word, PowerPoint, or PDF deliverables from your project data.
Templates
How Tag Templates WorkLearn the fundamentals of tag syntax and merge data.Uploading & Editing TemplatesUpload, configure, and manage templates in Settings.Template Expression ReferenceUse filters, loops, conditionals, and formatting expressions.V2 Merge Data Field ReferenceFind every field available in V2 tag templates.
Generation
How Document Generation WorksGenerate single, batch, and PDF output and troubleshoot failures.Electronic SignatureSend generated documents for signature through DocuSign.
Content building blocks
Using Text BlocksReusable content defined once in Settings and referenced in templates.Language FieldsDefine assumptions and other content beyond the service description.Merge Fields in Service ContentDynamic merge fields inside service and subservice descriptions.User Defined FieldsAdd your own project inputs, and use select-option fields to show or hide document sections.
Template formats and migration
Editing Tags in WordHabits that corrupt tags, and how to edit them safely.Tag Template Formatting OptionsControl how values like currency and dates are displayed.Fonts in TemplatesWhy a generated document can come out in the wrong font, and what to check.V1 to V2 Migration GuideDifferences between Mail Merge and Tag Templates, and how to convert.V1 Mail Merge TemplatesLegacy reference for accounts still on V1.
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